Neville Rodie & Shaw Inc.
Annual return '25
+20.4%
SPY '25
+17.7%
Alpha
+2.7ptsvs SPY
Invested
$1.4M
Holdings
243
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AAPL
APPLE INC
Q1 2026: Increased +6142.3% (3.2k → 198.8k shares)
8.2%
02
$GOOGL
ALPHABET CLASS A
Q1 2026: Increased +11393.2% (1.3k → 143.7k shares)
5.2%
03
$PWR
QUANTA SERVICES INC
Q1 2026: Exited (was 32 shares)
4.8%
04
$MSFT
MICROSOFT CORP
Q1 2026: Increased +6294.6% (1.6k → 102.3k shares)
4.3%
05
$LRCX
LAM RESEARCH CORP COM NEW
Q1 2026: Increased +6343.0% (270 → 17.4k shares)
3.9%
06
$JNJ
JOHNSON & JOHNSON
Q1 2026: Exited (was 520 shares)
3.0%
07
$JPM
J P MORGAN CHASE & CO
Q1 2026: Exited (was 588 shares)
2.8%
08
$GOOG
ALPHABET CLASS C
Q1 2026: Exited (was 1.0k shares)
2.8%
09
$XOM
EXXON MOBIL CORP
Q1 2026: Exited (was 912 shares)
2.7%
10
$COST
COSTCO WHOLESALE CORP
Q1 2026: Exited (was 95 shares)
2.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:28 UTC.